Kotak Flexicap Fund vs HDFC Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Fund	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹52533 Cr	₹75784 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	01 Jan 1995
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	42.17%
Expense Ratio	1.46	1.42
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01336	INF179K01608
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	4.36%	2.92%
6 Month	8.6%	7.53%
1 Year	6.96%	10.79%
3 Year	22.42%	27.92%
5 Year	21.73%	29.76%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	12.5%	8.98%
1 Year	18.86%	15.83%
3 Year	20.53%	24.5%
5 Year	18.58%	25.2%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	12.51%	18.37%
3 Year	15.11%	19%
5 Year	15.35%	18.79%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	13.86%	12.40%
Sharp	0.85%	1.35%
Beta	0.93%	0.83%
Alpha	1.30%	7.32%

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Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	1.95	12.44
Large Cap	70.01	72.89
Small Cap	4.39	10.31
Mid Cap	23.65	4.37

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	1.95	10.1
Telecom - Services	3.16	-
Petroleum Products	4.74	-
IT - Software	8.1	-
Retailing	2.6	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.43	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	-
Banks	23.72	-
Cement & Cement Products	6.23	-
Chemicals & Petrochemicals	6.91	-
Personal Products	0.62	-
Transport Services	3.42	-
Capital Markets	1.7	-
Gas	2.88	-
Electrical Equipment	1.46	-
Automobiles	3.29	-
Fertilizers & Agrochemicals	0.74	-
Insurance	0.69	-
Industrial Products	0.67	-
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	-
Beverages	0.88	-
Finance	0.23	-
Power	2.49	-
Ferrous Metals	3.35	-
Communication Services	-	4.33
Energy	-	0.19
Technology	-	5.99
Industrials	-	4.87
Basic Materials	-	4.67
Financial Services	-	38.64
Healthcare	-	10.33
Consumer Cyclical	-	15.43
Real Estate	-	2.97
Consumer Defensive	-	1.33
Utilities	-	1.14